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To help you navigate the 2024 election, this guide provides an overview of crucial poll closing times across different states, adjusted to Eastern Standard Time (EST). Please note that your polling place may close earlier, so it's essential to confirm the exact closing time with your local authorities.![]()
The table below outlines the latest poll closing times for each state, adjusted to EST. States that span multiple time zones and have uniform local c...
The table below outlines the latest poll closing times for each state, adjusted to EST. States that span multiple time zones and have uniform local c...
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$Alphabet-A (GOOGL.US)$ reported a solid beat on growth and margins along with positive commentary across the business lines.
Story likely moves sideways (positive business fundamentals offset by concerns about AI impact on search, and regulatory impacts) while numbers move higher (revenue / profits seem low but FCF seems high).
Risk / reward remains decent even w/ regulatory overhang. I am denting the multiple by 10% to account for potential loss of 10% of profits. Other point I wo...
Story likely moves sideways (positive business fundamentals offset by concerns about AI impact on search, and regulatory impacts) while numbers move higher (revenue / profits seem low but FCF seems high).
Risk / reward remains decent even w/ regulatory overhang. I am denting the multiple by 10% to account for potential loss of 10% of profits. Other point I wo...
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PREMOSULTRAA
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We’re seeing an interesting convergence of trends opening the door for a nuclear revival:
1. AI’s energy-intensive nature
2. Demand for clean baseload power to meet those needs
3. Big tech’s willingness to finance it
Industry veterans, utilities, and the people building nuclear companies know the challenges ahead. Nuclear power will be a hard problem to solve.
The question comes down to economics and engineering, i.e., how can we make nuclear energy affordable enough to j...
1. AI’s energy-intensive nature
2. Demand for clean baseload power to meet those needs
3. Big tech’s willingness to finance it
Industry veterans, utilities, and the people building nuclear companies know the challenges ahead. Nuclear power will be a hard problem to solve.
The question comes down to economics and engineering, i.e., how can we make nuclear energy affordable enough to j...
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PREMOSULTRAA
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The ordering of reports I think is important with Google results setting expectations On Tuesday for many of the quarterly reports later in the week.
$Alphabet-A (GOOGL.US)$
Google’s stock dropped 5% on 7/24 the day after reporting Q2 results that included a 3% miss on Youtube revenues and a cut to overall forward revenue estimates despite strong Google Cloud results. In addition, unfavorable anti-trust court rulin...
$Alphabet-A (GOOGL.US)$
Google’s stock dropped 5% on 7/24 the day after reporting Q2 results that included a 3% miss on Youtube revenues and a cut to overall forward revenue estimates despite strong Google Cloud results. In addition, unfavorable anti-trust court rulin...
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1. His client's Q3 spend on both $Meta Platforms (META.US)$ and $Alphabet-A (GOOGL.US)$ is bigger than expected. The reason is that both companies are getting better at AI.
2. For $META specific, he mentions $META's mid-quarter rollout of the functionality for advertisers to integrate their CRM systems and their analytics systems to the $META ad platform 24/7 (as an always-on API feed) as the »biggest upgrade $META has had to ...
2. For $META specific, he mentions $META's mid-quarter rollout of the functionality for advertisers to integrate their CRM systems and their analytics systems to the $META ad platform 24/7 (as an always-on API feed) as the »biggest upgrade $META has had to ...
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Market Analysis
1. Goldman Sachs' Republican outperform versus underperform basket is currently outperforming the Democratic outperform versus underperform basket.
2. The trading team at Goldman Sachs, including Faris Mourad, anticipates significant volatility in a basket of stocks closely tied to Republican policies if Trump wins the election.
- "Since this summer, the sensitivity of our Republican policy outperform basket to election events suggests that if Trump wins the pres...
1. Goldman Sachs' Republican outperform versus underperform basket is currently outperforming the Democratic outperform versus underperform basket.
2. The trading team at Goldman Sachs, including Faris Mourad, anticipates significant volatility in a basket of stocks closely tied to Republican policies if Trump wins the election.
- "Since this summer, the sensitivity of our Republican policy outperform basket to election events suggests that if Trump wins the pres...
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It's no secret that $ $NVIDIA (NVDA.US)$ 's stock price tends to track big tech's capex. A few observations:
▶️The major upward revisions for capex came in 2024, as 2023 was still more about post-COVID normalization and cost-cutting. Some firms ( $AMZN $META) even reduced capex in 2023.
- 2025E consensus for the "Big 4" (MSFT, GOOGL, META, AMZN) combined moved from $167B (Jan 2023) to $182B (Jan 2024) to $230B (Oct 2024).
- 2024E consensus shifted from $160B (Jan 2023) to $170B (Jan 2024) t...
▶️The major upward revisions for capex came in 2024, as 2023 was still more about post-COVID normalization and cost-cutting. Some firms ( $AMZN $META) even reduced capex in 2023.
- 2025E consensus for the "Big 4" (MSFT, GOOGL, META, AMZN) combined moved from $167B (Jan 2023) to $182B (Jan 2024) to $230B (Oct 2024).
- 2024E consensus shifted from $160B (Jan 2023) to $170B (Jan 2024) t...
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PREMOSULTRAA
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$SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$ SEVERAL SCENARIOS THAT WE CAN VIEW THIS:
1. Earnings Jitter such as in July but without the Carry Trade. Means more downside to go on tech $NVIDIA (NVDA.US)$ 121, for example, $Invesco QQQ Trust (QQQ.US)$ back to 480.
2. Punish late chasers due to $NVIDIA (NVDA.US)$ 140 $Apple (AAPL.US)$ New ATH today profit taking. But if $NVIDIA (NVDA.US)$ holds 128, still good.
3. They're staring to take profit an...
1. Earnings Jitter such as in July but without the Carry Trade. Means more downside to go on tech $NVIDIA (NVDA.US)$ 121, for example, $Invesco QQQ Trust (QQQ.US)$ back to 480.
2. Punish late chasers due to $NVIDIA (NVDA.US)$ 140 $Apple (AAPL.US)$ New ATH today profit taking. But if $NVIDIA (NVDA.US)$ holds 128, still good.
3. They're staring to take profit an...
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$Amazon (AMZN.US)$ has the largest upside potential among all mega-caps.
It’s very well positioned:
- 40% market share in US e-commerce
- 31% market share in cloud
- 14% share in digital ads
Plus it’s launching satellite internet service.
It’s a no brainer at this level.
It’s very well positioned:
- 40% market share in US e-commerce
- 31% market share in cloud
- 14% share in digital ads
Plus it’s launching satellite internet service.
It’s a no brainer at this level.
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Third-party contact is service integrator for $Salesforce (CRM.US)$ , $ServiceNow (NOW.US)$ , $Freshworks (FRSH.US)$ , etc. focused on call center space.
Was constructive on $CRM AgentForce product and sees a lot of pilots beginning – but also notes $Salesforce (CRM.US)$ spending fatigue is very real so they really have to execute here. Positive on $ServiceNow (NOW.US)$ AI and thinks $Freshworks (FRSH.US)$ / $ZEN are dogs.
Highlights
-CRM AgentForce looks pretty good thus far in demos as far as capabi...
Was constructive on $CRM AgentForce product and sees a lot of pilots beginning – but also notes $Salesforce (CRM.US)$ spending fatigue is very real so they really have to execute here. Positive on $ServiceNow (NOW.US)$ AI and thinks $Freshworks (FRSH.US)$ / $ZEN are dogs.
Highlights
-CRM AgentForce looks pretty good thus far in demos as far as capabi...
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